Financial Reporting Manager, Workplace Wealth Solutions
About The Position
Your role Are you a self-starter with strong attention to detail? Do you thrive working with high profile corporations? Do you have a background in accounting or equity-based compensation plans? We are looking for someone like you to: serve as a primary point of contact and subject matter expert for the financial reporting teams of UBS Workplace Wealth Solutions' corporate clients resolve complex issues with: Stock Compensation Expense, Disclosures, Diluted EPS, Deferred Tax Asset, Share Balance, and Proxy reporting quickly and accurately address client questions while providing exceptional client service provide clients with expert level support during month/quarter/year end reporting cycles assist with platform onboarding, migration, and reconciliation activities relevant to financial reporting services, outputs and functionality build/strengthen relationships that drive higher overall satisfaction and service value through strategic consultations, best practices and client solutioning provide education, training, and updates to our clients related to new reports, platform functionality, and process improvements in relevant equity reporting workflows Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. About us UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. We have a presence in all major financial centers in more than 50 countries.
Requirements
- Bachelor's degree or higher preferred
- ideally, 5+ years of equity compensation and/or corporate accounting experience
- familiarity with accounting rules for share-based compensation under ASC 718
- prior experience in database management, product development, and equity plan recordkeeping/reporting software preferred
- proficient with Microsoft Suite Applications, including Outlook, Word, Excel and PowerPoint as well as experienced with Microsoft MS Teams, SharePoint, OneNote, and OneDrive
- able to adapt to changing priorities while managing stakeholder expectations accordingly as well as able to manage projects independently with a high level of responsibility
- detail oriented with strong organization, analytical, and communication skills
- excellent problem solver, able to collaborate well with other people and teams
Nice To Haves
- Certified Equity Professional (CEP) is desired
- Certified Public Accountant (CPA) and/or master's degree in accounting/finance is desired
Responsibilities
- serve as a primary point of contact and subject matter expert for the financial reporting teams of UBS Workplace Wealth Solutions' corporate clients
- resolve complex issues with: Stock Compensation Expense, Disclosures, Diluted EPS, Deferred Tax Asset, Share Balance, and Proxy reporting
- quickly and accurately address client questions while providing exceptional client service
- provide clients with expert level support during month/quarter/year end reporting cycles
- assist with platform onboarding, migration, and reconciliation activities relevant to financial reporting services, outputs and functionality
- build/strengthen relationships that drive higher overall satisfaction and service value through strategic consultations, best practices and client solutioning
- provide education, training, and updates to our clients related to new reports, platform functionality, and process improvements in relevant equity reporting workflows
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Industry
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Number of Employees
5,001-10,000 employees
